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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1126
Daymark Wealth Partners
Ohio
$205K +$5.75K +19 +3%
SW
1127
SVB Wealth
Massachusetts
$205K -$52.3K -173 -20%
AWM
1128
Angeles Wealth Management
California
$205K +$13K +43 +7%
ADL
1129
Asset Dedication LLC
California
$205K +$152K +501 +262%
GC
1130
Grimes & Company
Massachusetts
$205K +$16.3K +54 +8%
HH
1131
Hilltop Holdings
Texas
$205K -$616K -2,036 -75%
CNTOF
1132
Canandaigua National Trust of Florida
New York
$204K +$6.05K +20 +3%
TWD
1133
True Wealth Design
Ohio
$204K +$22.4K +74 +12%
DOA
1134
D'Orazio & Associates
Virginia
$203K +$10.6K +35 +5%
DIP
1135
DT Investment Partners
Pennsylvania
$203K – – –
MCM
1136
Manchester Capital Management
Vermont
$203K +$18.2K +60 +10%
TF
1137
Trek Financial
Arizona
$202K -$2.12K -7 -1%
PDL
1138
Portfolio Design Labs
California
$202K +$3.63K +12 +2%
WC
1139
Wexford Capital
Florida
$202K -$59.9K -198 -23%
ACI
1140
Alpha Cubed Investments
California
$201K – – –
KMWM
1141
Keudell/Morrison Wealth Management
Oregon
$201K +$206K +680 New
NIWA
1142
New Insight Wealth Advisors
California
$201K – – –
FFA
1143
Fi3 Financial Advisors
Indiana
$200K +$205K +677 New
DWS
1144
Dynamic Wealth Strategies
California
$199K +$79.9K +264 +65%
SSG
1145
Summit Securities Group
New York
$189K +$172K +570 +826%
EFMH
1146
E Fund Management (HK)
Hong Kong
$188K +$169K +557 +313%
CH
1147
Cromwell Holdings
Wyoming
$186K – – –
FHA
1148
Flagship Harbor Advisors
Massachusetts
$182K -$188K -621 -50%
HPC
1149
HM Payson & Co
Maine
$180K – – –
OL
1150
OneFund LLC
Florida
$180K +$10.6K +35 +6%
44 45
46
47 48